This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TEAMWORK FINANCIAL ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 12, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S66|S63

First exam

Feb 12, 2001

First registration

Nov 18, 2003

Dual registered

no

IAPD individual key

4209174

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dca12a17-d23e-fb6f-42a8-280338235052

First observed

Nov 18, 2003

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.